What's the difference between setting up an estate plan with Origin vs a law attorney?

With Origin

• The process is guided, digital, and self-paced — no in-person meetings required

• It’s integrated with your overall financial planning on Origin

• We do not provide legal advice, as Origin is not a law firm

• Irrevocable trusts and Trust Certifications are not included

With an Estate Planning Attorney

• You’ll receive personalized legal advice based on your unique family, financial, or state-specific needs

• Attorneys can draft more complex documents, including irrevocable trusts

• They can also provide Trust Certification documents or assist with trust funding

Bottom line:

Origin is a great solution for straightforward estate planning needs. If your situation is more complex — such as involving blended families, business ownership, or special needs planning — we recommend consulting a licensed estate planning attorney.